|
1901
|
Sage Rhino Capital
Menlo Park,
California
|
$254K
|
-$5.99K
|
-35
|
-2%
|
|
|
1902
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$253K
|
–
|
–
|
–
|
|
|
1903
|
Planned Solutions
Folsom,
California
|
$253K
|
+$3.77K
|
+22
|
+2%
|
|
|
1904
|
Crews Bank & Trust
Wauchula,
Florida
|
$252K
|
–
|
–
|
–
|
|
|
1905
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$251K
|
+$247K
|
+1,444
|
New
|
|
|
1906
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$250K
|
-$110K
|
-640
|
-31%
|
|
|
1907
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$250K
|
+$247K
|
+1,443
|
New
|
|
|
1908
|
Generali Investments Management
Ljubljana,
Slovenia
|
$249K
|
-$289K
|
-1,689
|
-54%
|
|
|
1909
|
Banque de Luxembourg Investments (BLI)
Luxembourg City,
Luxembourg
|
$249K
|
-$685K
|
-4,000
|
-74%
|
|
|
1910
|
|
$249K
|
–
|
–
|
–
|
|
|
1911
|
Holistic Planning
Nacogdoches,
Texas
|
$249K
|
+$14.4K
|
+84
|
+6%
|
|
|
1912
|
Advisors Management Group
La Crosse,
Wisconsin
|
$249K
|
+$246K
|
+1,437
|
New
|
|
|
1913
|
Calamos Wealth Management
Naperville,
Illinois
|
$248K
|
-$15.4M
|
-89,690
|
-98%
|
|
|
1914
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$248K
|
+$245K
|
+1,432
|
New
|
|
|
1915
|
Opinicus Capital
Tampa,
Florida
|
$248K
|
-$384K
|
-2,242
|
-61%
|
|
|
1916
|
Summit Asset Management
Memphis,
Tennessee
|
$248K
|
–
|
–
|
–
|
|
|
1917
|
Moseley Investment Management
Bradenton,
Florida
|
$247K
|
-$90.4K
|
-528
|
-27%
|
|
|
1918
|
Legacy Wealth Advisors
Miami,
Florida
|
$247K
|
+$244K
|
+1,424
|
New
|
|
|
1919
|
Ignite Planners
San Clemente,
California
|
$247K
|
-$165K
|
-964
|
-46%
|
|
|
1920
|
Harbor Group
Bedford,
New Hampshire
|
$247K
|
-$17.8K
|
-104
|
-7%
|
|
|
1921
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$246K
|
-$31.9K
|
-186
|
-12%
|
|
|
1922
|
one8zero8 LLC
Greensboro,
North Carolina
|
$245K
|
+$2.4K
|
+14
|
+1%
|
|
|
1923
|
Dimension Capital Management
Coral Gables,
Florida
|
$244K
|
+$241K
|
+1,408
|
New
|
|
|
1924
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$244K
|
-$75.5K
|
-441
|
-24%
|
|
|
1925
|
Cordoba Advisory Partners
New York
|
$244K
|
+$241K
|
+1,407
|
New
|
|
